In these days of high market volatility and having just finished a year when all the Dow growth was…read morewiped out, it is great to be doing business with a group that keeps you protected in the bad times, and helps grow your capital and peace of mind in the good times. Thanks Don and thanks to a couple of your team members who also helped me.

We trusted Don Ross with our life savings and after several years with him he recommended a large,…read morelong term investment that was not sustainable, not liquid and eliminated our flexibility in retirement. Don never disclosed that he was earning a substantial commission on our investment and we thought he was giving us independent advice. We lost a large amount of our savings and ended up with extremely high tax bills.

The team is amazing. Always there to answer clarify questions. The advisors are extremely helpful…read moreand knowledgeable.

Absolutely wonderful! Highly recommend…read more We had a bunch of kind of complicated questions about strategy and William was incredibly knowledgeable and helpful. He was able to pack an amazing amount of productive, actionable information into our appointment slot and did not waste any of our time together. The team was great, with planning and reminders, easy to contact and punctual. We were able to meet virtually which was really convenient, and it's a comfort to know he's local to our area in case we want to meet in person. Katrina was also great, and in fact it's awesome to find a fiduciary office with any female employees at all. On that note: I have personally (really) often had the experience with CPAs, finance folks, bankers, etc, that men sometimes really dismiss women, even if we are the customer paying for the services and knowledgeable about the needs. I typically only work with men who have been recommended by other women anymore for this reason and I was a little hesitant as I cold called fiduciary offices. Well, let me be the woman recommending William to you! He seems like a great dude, he was thoughtful, listened, was attentive, and understood what we were talking about. I never felt talked over or dismissed, and didn't feel that gender was an issue as I had with other "professionals". He was proactive, down to earth, and ethical. Give these folks a try! You won't regret it.

I debated over writing this review, being as I'm the owner's sister. Let me be very honest with…read moreyou all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him.

The essence of this product is essentially "market timing." There's no data that this actually…read moreworks. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it.

I went to this place to potentially move my investment portfolio and Sean was a huge ass. Before I…read morewalked into the business he confronted me in the parking lot for parking in his space. As I walked into an adjacent business to help a elderly woman into her vehicle he parked in front of my car so I couldn't get out. This guy is petty and it immediately turned me off.

From the owner: Our investment brokerage has a full team of certified professionals dedicated to providing the…read moreservices you need to invest in your future now. From 401K planning to retirement funding, we are dedicated to walking you through each step of the process with ease and confidence. By Referral only.

I had a consultation with Bob Keidan and had a great experience. I do not know very much about…read moreinvesting at all and my budget recently changed so I wanted someone who could give me advice on what I should be doing with my money. Bob gave me great, honest advice for now and the future. You could tell that he was giving the advice that was in my best interest and not his. Highly recommend!!!

I was a previous client of Schwab's and needed monthly statements for my accounts. I called the…read morelocal branch and spoke to Trish. At first, she said that she was too busy to help me because she was in the middle of something. Then when I asked her when she could get back to me, she replied that she doesn't have access to my information. They are only interested in gaining new clients and not serving their current or previous clients. I would look to another investment bank if you are looking for a high touch place to invest your dollars.

I have been a client for approximately 2 years and have had nothing but wonderful service! I think…read morethe staff is amazing and have always bent over backwards to assist me with any questions I have. In addition, I have spoken to the manager on occasion and I find Matt to be a very courteous, knowledgeable and thoughtful person with only the best interests of his clients in mind. I would recommend Charles Schwab to anyone looking for honesty and integrity regarding your financial services.